This article explains how to create a new Freehold Conveyancing Case in Unity® Practice Management.

Create Freehold Conveyancing Case from Case Dashboard

1. Click on the Clients & Cases icon, and select Case Dashboard

2. On the Cash Dashboard screen, click New, and select New Freehold Conveyancing Case

   

3. Select a Client:

   • Search for a client. After you find the client, click Next

     

4. Create Preconfigured Case:
   • Select the Preconfigured Case (Select between Freehold Sale or Freehold Purchase)
   • Enter the Case Description
   • Specify who will conduct the case by selecting the Branch, Fee Earner, and Partner
   • Select the Case Type
   • Specify how the client will pay
   • Enter the User-Identified Fields
   • Select the Case Administration Dates
   • Add any notes to the files

   • Once done, click Next to proceed

     

     If you would like to perform a conflict search, click Launch Conflict Search.

5. Preconfigured Case Data:
   • Enter the Property Details by either searching or entering the information manually
   • Enter the Property Price
   • Enter the Title
   • Select Exchange Date and Completion Date

   • Once done, click Save and Finish

     

After creating the Freehold Conveyancing Case, you will receive a confirmation. Click Finish to complete the process. 

Create Freehold Conveyancing when Hooked onto a Case

1. Select your Case from the Case Dashboard

2. From the Case Summary screen, click New, and select New Freehold Conveyancing Case

   

When creating a Freehold Conveyancing Case while linked to an existing case, you need to follow only two steps. However, if you create it from the Case Dashboard, the first step is to select a client.

1. New Preconfigured Case

   

2. Preconfigured Case Data

   

Related Article

Create a New Case